IVES Request for Transcript of Tax Return
Authorizes an IVES participant, typically the lender, to obtain tax return transcripts directly from the IRS to verify the returns submitted in the package.
Each taxpayer whose return is requested; for business returns, an officer or partner with authority.
Section by section
- 1
Taxpayer identification
Name and TIN exactly as filed, current address and the address on the last return if different. A one-character mismatch is the leading cause of IVES rejections.
- 2
Transcript type and periods
Return transcript, account transcript or record of account; form number such as 1040, 1120-S or 1065; and the tax periods, typically the three most recent years.
- 3
Signature and date
The request is valid for 120 days from signature. Electronic signatures are accepted from IVES participants with an approved e-signature process.
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